01
Provincial SOE: one supervision ledger
17 municipal platforms connected; reporting moves from monthly to daily
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Client impact
Impact is defined by work that stopped, not software that appeared
We do not prove delivery with satisfaction scores. Each of the five scenarios states three things: what was consuming effort before, which mechanism we changed, and which metric we recompute at acceptance. Client names are anonymised unless written authorisation exists — standard practice in investment and quasi-financial work.
Five scenarios
Choose by capital type. Each states the pre-change burden, the intervention, the metric definition, and where the approach does not apply.
02
Guidance fund: look-through FOF control
Automated reinvestment ratios and sub-fund performance
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03
Market PE: closed-loop post-investment
Valuation, KPI alerts and exit models on one source
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04
AMC: faster distressed resolution
Traceable diligence, valuation and recovery per pool
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05
Quasi-financial group: online credit control
Unified limits and alerts across lending, factoring, guarantees
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What counts as a metric
Four verifiable measures, and the trap in each
"Efficiency gains" is not a metric. We agree the calculation of each measure during the blueprint and recompute it with the same formula at acceptance — that step is what leaves no room for argument afterwards.
The selection rule: numerator and denominator must come from objects that already exist in the system. Anything relying on manual entry decays into another spreadsheet to maintain within six months.
Acceptance measures
| Measure | Calculation | Common trap |
|---|---|---|
| Filing cycle | Calendar days from template issued to consolidated group submission | Measured once in a rehearsal, never at quarterly peak |
| Manual fallback hours | Overtime hours during filing season ÷ people involved, from system-captured effort | Substituting recalled effort for logged effort |
| Definition consistency | Share of identical metrics where the three tiers agree with zero variance | Sampling only head-office platforms, skipping district tiers |
| Alert precision on review | Share of triggered warnings confirmed as real risk by the business | Treating "no false positives" as "no missed cases" |
Institutions publicly referenced
Names drawn from the company’s public sites. Listing here does not imply authorship of a case — scenario pages describe anonymised engagements.
国新元禾控股百度资本毅达资本金沙江创投广投集团安徽国控中信建投海通证券深创投集团厦门建发元禾辰坤交子金控上市科创基金
Named references with client authorisation are available on request during the assessment.
Start with a current-state assessment
In 45 minutes we map the breaks across your pre-investment, portfolio, post-investment and reporting chain, then set out a phased path.